Mastercard Incorporated $MA Shares Purchased by International Assets Investment Management LLC

International Assets Investment Management LLC boosted its stake in shares of Mastercard Incorporated (NYSE:MA) by 371.5% during the third quarter, HoldingsChannel.com reports. The firm owned 75,000 shares of the credit services provider’s stock after acquiring an additional 59,093 shares during the period. International Assets Investment Management LLC’s holdings in Mastercard were worth $41,360,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of MA. Prosperitas Financial LLC grew its stake in shares of Mastercard by 10.1% during the 3rd quarter. Prosperitas Financial LLC now owns 9,563 shares of the credit services provider’s stock valued at $5,274,000 after buying an additional 875 shares during the period. Kampmann Melissa S. boosted its holdings in Mastercard by 1.8% in the third quarter. Kampmann Melissa S. now owns 8,131 shares of the credit services provider’s stock valued at $4,484,000 after acquiring an additional 144 shares during the last quarter. Payden & Rygel grew its position in Mastercard by 67.9% during the third quarter. Payden & Rygel now owns 940 shares of the credit services provider’s stock valued at $518,000 after acquiring an additional 380 shares during the period. Lebenthal Global Advisors LLC increased its stake in Mastercard by 10.0% during the third quarter. Lebenthal Global Advisors LLC now owns 4,945 shares of the credit services provider’s stock worth $2,727,000 after acquiring an additional 449 shares during the last quarter. Finally, Canopy Partners LLC increased its stake in Mastercard by 3.6% during the third quarter. Canopy Partners LLC now owns 5,061 shares of the credit services provider’s stock worth $2,791,000 after acquiring an additional 176 shares during the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Insider Transactions at Mastercard

In other Mastercard news, Director Julius Genachowski sold 371 shares of the business’s stock in a transaction on Friday, October 9th. The shares were sold at an average price of $585.01, for a total value of $217,038.71. Following the transaction, the director owned 8,607 shares in the company, valued at $5,035,181.07. The trade was a 4.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Miebach sold 16,628 shares of the company’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $580.00, for a total transaction of $9,644,240.00. Following the completion of the transaction, the chief executive officer directly owned 109,065 shares of the company’s stock, valued at approximately $63,257,700. The trade was a 13.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 56,048 shares of company stock worth $32,527,203 over the last three months. Insiders own 0.09% of the company’s stock.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q3 results exceeded expectations: Mastercard reported adjusted earnings of $5.31 per share versus the $5.17 consensus, while revenue rose 14% year over year to $9.81 billion, ahead of the $9.66 billion estimate. Net income increased 18% to approximately $4.6 billion. Reuters earnings article
• Positive Sentiment: Payment activity and services remained strong: Purchase volume rose 9%, cross-border volume increased 11%, and switched transactions grew 9% on a local-currency basis. Value-added services revenue advanced 19%, supported by fraud prevention, data and marketing offerings, while the adjusted operating margin reached 60.5%.
• Positive Sentiment: Analyst sentiment improved materially: TD Cowen, Wells Fargo, RBC, Barclays, Keefe, Bruyette & Woods and Susquehanna all raised their price targets, with targets ranging from $700 to $750 and ratings including “buy,” “overweight” and “outperform.” Analysts also highlighted Mastercard’s potential in AI commerce, tokenized payments and stablecoins. Zacks earnings call article
• Neutral Sentiment: Mastercard continues expanding its payments ecosystem through partnerships involving Google Pay, pay-by-bank services, co-branded cards and agentic commerce. These initiatives could support long-term transaction growth, although their near-term financial contribution is uncertain.
• Negative Sentiment: Investors face legal and financial risks. A proposed £5 billion UK collective lawsuit alleges Mastercard’s interchange fees harmed merchants. Separately, nine-month operating cash flow declined 6%, while buybacks and dividends exceeded operating cash flow and debt increased by roughly $4.9 billion. UK lawsuit article

Mastercard Trading Up 0.4%

MA opened at $638.50 on Friday. The firm’s 50 day moving average is $586.79 and its 200-day moving average is $536.21. Mastercard Incorporated has a 52-week low of $464.52 and a 52-week high of $644.24. The company has a quick ratio of 1.06, a current ratio of 1.01 and a debt-to-equity ratio of 3.29. The firm has a market capitalization of $559.33 billion, a P/E ratio of 33.39, a P/E/G ratio of 1.81 and a beta of 0.76.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, October 29th. The credit services provider reported $5.31 earnings per share for the quarter, beating the consensus estimate of $5.17 by $0.14. The business had revenue of $9.81 billion during the quarter, compared to the consensus estimate of $9.66 billion. Mastercard had a net margin of 46.73% and a return on equity of 260.86%. The business’s quarterly revenue was up 14.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.38 earnings per share. Analysts expect that Mastercard Incorporated will post 19.91 EPS for the current fiscal year.

Mastercard Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, November 9th. Investors of record on Friday, October 9th will be paid a dividend of $0.87 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $3.48 annualized dividend and a yield of 0.5%. Mastercard’s payout ratio is 18.20%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on MA. Dbs Bank upgraded Mastercard to a “moderate buy” rating in a report on Friday, August 21st. Evercore boosted their target price on Mastercard from $550.00 to $620.00 in a report on Friday, July 31st. Cantor Fitzgerald increased their target price on shares of Mastercard from $650.00 to $695.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Argus increased their price target on Mastercard from $640.00 to $694.00 and gave the company a “buy” rating in a report on Friday. Finally, JPMorgan Chase & Co. upped their target price on Mastercard from $720.00 to $755.00 and gave the stock an “overweight” rating in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $698.36.

Mastercard Profile

Mastercard Incorporated (NYSE: MA) is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates electronic payments and provides technology that supports transactions conducted through credit, debit, prepaid and commercial payment products.

In addition to operating its payments network, Mastercard offers services in areas such as payment security, fraud prevention, authentication, cybersecurity, data and analytics, loyalty programs, digital identity and open banking.